Arlington Partners LLC

BIRMINGHAM, AL · CIK 1389848 · 13F filing filed 2026-07-07

SEC-registered investment adviser since 2000 · limited liability company

Assets managed$2.3bn
Staff14 · 11 in investment roles
Main clients (by assets)Private funds 74%, Mutual funds and ETFs 26%
Private funds15 (1 hedge) · $1.5bn gross assets
Websitearlington.com
Form ADV · 2026-03-26SEC adviser record

Legal entityArlington Partners, LLC (US)

Kindhedge funds, private equity, real estate
Others nearbyBirmingham, AL, Franklin, TN

As an employer

Offices in1 country
Private fundsother private 2, private equity 7, real estate 5, hedge 1

Where they work

people there (dot area)number not reportedmain officeHover or tap a dot. Australian and UK companies are placed at their business or registered address, with their staff across the whole country.

Offices

From Form ADV: the main office and the other offices where it does advisory work (at most the 25 largest), with the people doing investment work at each. “About” is worked out: the firm's investment staff less its other offices. Each city links to the other managers there.

City	Country	People
Birmingham, AL (main office)United States	United States	about 7
Franklin, TNUnited States	United States	4

Map: places from GeoNames (CC BY 4.0), outlines from Natural Earth.

$55.4m reported value +10.5% vs Q1 2026

64positions

76.4%in top 10

3 new 29 added 9 reduced 1 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	298,007	$21.2m38.35%	38.35%	Added +20.2k	+20,239 7.3%
2	VANGUARD SCOTTSDALE FDS SHORT TERM TREAS VGSH	VGSH	225,571	$13.1m23.71%	23.71%	Unchanged
3	PALMER SQUARE CAPITAL BDC IN COM SHS PSBD	PSBD	510,344	$5.3m9.60%	9.60%	Unchanged
4	ETF OPPORTUNITIES TRUST AQE CORE ETF AQEC	AQEC	32,191	$768.5k1.39%	1.39%	New
5	NOVO-NORDISK A S ADR NVO	NVO	6,777	$324.9k0.59%	0.59%	Added +283	+283 4.4%
6	HOME DEPOT INC COM HD	HD	887	$312.8k0.57%	0.57%	Added +168	+168 23.4%
7	THERMO FISHER SCIENTIFIC INC COM TMO	TMO	618	$309.8k0.56%	0.56%	Added +114	+114 22.6%
8	ASML HOLDING N V N Y REGISTRY SHS ASML	ASML	154	$306.4k0.55%	0.55%	Unchanged
9	GALLAGHER ARTHUR J & CO COM AJG	AJG	1,324	$304.0k0.55%	0.55%	Added +200	+200 17.8%
10	AON PLC SHS CL A AON	AON	887	$294.2k0.53%	0.53%	Added +157	+157 21.5%
11	SOLVENTUM CORP COM SHS SOLV	SOLV	3,812	$294.1k0.53%	0.53%	Unchanged
12	UNILEVER PLC SPON ADR NEW UL	UL	4,841	$291.0k0.53%	0.53%	Added +889	+889 22.5%
13	LIVE NATION ENTERTAINMENT IN COM LYV	LYV	1,575	$288.4k0.52%	0.52%	Unchanged
14	S&P GLOBAL INC COM SPGI	SPGI	697	$283.9k0.51%	0.51%	Added +124	+124 21.6%
15	GSK PLC SPONSORED ADR GSK	GSK	5,388	$282.4k0.51%	0.51%	Added +1.0k	+1,006 23.0%
16	RYAN SPECIALTY HOLDINGS INC CL A RYAN	RYAN	7,470	$282.1k0.51%	0.51%	Unchanged
17	ROPER TECHNOLOGIES INC COM ROP	ROP	828	$280.2k0.51%	0.51%	Added +155	+155 23.0%
18	BRISTOL-MYERS SQUIBB CO COM BMY	BMY	4,854	$279.7k0.51%	0.51%	Added +877	+877 22.1%
19	LAUDER ESTEE COS INC CL A EL	EL	3,537	$279.2k0.50%	0.50%	Unchanged
20	AIRBNB INC COM CL A ABNB	ABNB	1,948	$278.8k0.50%	0.50%	Added +64	+64 3.4%
21	HALEON PLC SPON ADS HLN	HLN	29,826	$278.3k0.50%	0.50%	Added +5.6k	+5,580 23.0%
22	VISA INC COM CL A V	V	806	$276.5k0.50%	0.50%	Unchanged
23	STARBUCKS CORP COM SBUX	SBUX	2,706	$276.5k0.50%	0.50%	Unchanged
24	PROCTER AND GAMBLE CO COM PG	PG	1,870	$274.2k0.50%	0.50%	Added +211	+211 12.7%
25	C H ROBINSON WORLDWIDE INC COM NEW CHRW	CHRW	1,440	$271.2k0.49%	0.49%	Added +30	+30 2.1%
26	MEDTRONIC PLC SHS MDT	MDT	3,445	$269.5k0.49%	0.49%	Added +749	+749 27.8%
27	KENVUE INC COM KVUE	KVUE	13,919	$266.0k0.48%	0.48%	Added +464	+464 3.5%
28	PHILIP MORRIS INTL INC COM PM	PM	1,454	$263.0k0.48%	0.48%	Unchanged
29	TRANSUNION COM TRU	TRU	3,616	$260.9k0.47%	0.47%	Unchanged
30	AUTOMATIC DATA PROCESSING IN COM ADP	ADP	1,155	$258.7k0.47%	0.47%	Unchanged
31	DIAGEO PLC SPON ADR NEW DEO	DEO	3,205	$257.6k0.47%	0.47%	Unchanged
32	COCA COLA CO COM KO	KO	3,165	$257.2k0.46%	0.46%	Unchanged
33	APPLE INC COM AAPL	AAPL	886	$256.4k0.46%	0.46%	Reduced -48	-48 -5.1%
34	EBAY INC. COM EBAY	EBAY	2,269	$253.6k0.46%	0.46%	Reduced -374	-374 -14.2%
35	OTIS WORLDWIDE CORP COM OTIS	OTIS	3,539	$253.4k0.46%	0.46%	Added +487	+487 16.0%
36	MSCI INC COM MSCI	MSCI	451	$252.6k0.46%	0.46%	Added +9	+9 2.0%
37	BRITISH AMERN TOB PLC SPONSORED ADR BTI	BTI	4,057	$250.6k0.45%	0.45%	Unchanged
38	SALESFORCE INC COM CRM	CRM	1,588	$248.8k0.45%	0.45%	Added +315	+315 24.7%
39	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	497	$248.7k0.45%	0.45%	Unchanged
40	NOVARTIS AG SPONSORED ADR NVS	NVS	1,579	$247.5k0.45%	0.45%	Unchanged
41	ALPHABET INC CAP STK CL A GOOGL	GOOGL	683	$244.1k0.44%	0.44%	Reduced -158	-158 -18.8%
42	ZOETIS INC CL A ZTS	ZTS	3,373	$242.4k0.44%	0.44%	Added +1.3k	+1,347 66.5%
43	CORTEVA INC COM CTVA	CTVA	2,857	$242.0k0.44%	0.44%	Unchanged
44	NEWS CORP NEW CL A NWSA	NWSA	9,744	$241.9k0.44%	0.44%	Unchanged
45	MICROSOFT CORP COM MSFT	MSFT	645	$240.6k0.43%	0.43%	Unchanged
46	DISNEY WALT CO COM DIS	DIS	2,495	$240.1k0.43%	0.43%	Unchanged
47	GARTNER INC COM IT	IT	1,850	$239.8k0.43%	0.43%	Added +341	+341 22.6%
48	AUTOZONE INC COM AZO	AZO	75	$239.7k0.43%	0.43%	Added +6	+6 8.7%
49	FOX CORP CL B COM FOX	FOX	5,054	$236.7k0.43%	0.43%	Added +556	+556 12.4%
50	RELX PLC SPONSORED ADR RELX	RELX	7,371	$233.4k0.42%	0.42%	Unchanged
51	ZILLOW GROUP INC CL C CAP STK Z	Z	7,235	$228.0k0.41%	0.41%	Added +1.3k	+1,327 22.5%
52	PEPSICO INC COM PEP	PEP	1,666	$225.6k0.41%	0.41%	Added +99	+99 6.3%
53	WARNER MUSIC GROUP CORP COM CL A WMG	WMG	8,294	$224.5k0.41%	0.41%	Reduced -1.5k	-1,495 -15.3%
54	SAP SE SPON ADR SAP	SAP	1,443	$222.4k0.40%	0.40%	Added +29	+29 2.0%
55	INTERCONTINENTAL EXCHANGE IN COM ICE	ICE	1,802	$221.8k0.40%	0.40%	Added +287	+287 18.9%
56	RENTOKIL INITIAL PLC SPONSORED ADR RTO	RTO	7,698	$220.2k0.40%	0.40%	Unchanged
57	RTX CORPORATION COM RTX	RTX	1,012	$192.0k0.35%	0.35%	Reduced -213	-213 -17.4%
58	CME GROUP INC COM CME	CME	843	$186.2k0.34%	0.34%	Added +49	+49 6.2%
59	ABBOTT LABS COM ABT	ABT	1,953	$177.2k0.32%	0.32%	Reduced -307	-307 -13.6%
60	JOHNSON & JOHNSON COM JNJ	JNJ	650	$165.1k0.30%	0.30%	Reduced -338	-338 -34.2%
61	ACCENTURE PLC IRELAND SHS CLASS A ACN	ACN	1,200	$149.3k0.27%	0.27%	Reduced -3	-3 -0.2%
62	HONEYWELL INTL INC COM HON	HON	641	$143.6k0.26%	0.26%	New
63	HONEYWELL AEROSPACE INC COM HONA	HONA	641	$141.8k0.26%	0.26%	New
64	GENERAL DYNAMICS CORP COM GD	GD	300	$106.3k0.19%	0.19%	Reduced -365	-365 -54.9%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
HONEYWELL INTL INC		524	$237.1k524 shares